TC

TAP Consulting Portfolio holdings

AUM $489M
1-Year Est. Return 8.86%
This Quarter Est. Return
1 Year Est. Return
+8.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$278M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$3.82M
3
+$3.37M
4
ENPH icon
Enphase Energy
ENPH
+$2.47M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.12M

Top Sells

1
+$6.63M
2
+$3.99M
3
+$2.24M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.03M
5
MJ icon
Amplify Alternative Harvest ETF
MJ
+$2.01M

Sector Composition

1 Financials 8.36%
2 Technology 5.63%
3 Industrials 4.63%
4 Healthcare 2.98%
5 Consumer Discretionary 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$399K 0.14%
3,252
-939
102
$380K 0.14%
6,118
-183
103
$330K 0.12%
3,000
104
$324K 0.12%
4,204
-84
105
$318K 0.11%
4,372
-138
106
$312K 0.11%
1,141
+8
107
$304K 0.11%
2,163
108
$303K 0.11%
5,596
-1,332
109
$297K 0.11%
4,155
+163
110
$296K 0.11%
3,200
111
$289K 0.1%
2,999
+13
112
$278K 0.1%
2,435
-1,049
113
$264K 0.1%
6,030
+10
114
$263K 0.09%
2,064
-943
115
$261K 0.09%
+6,813
116
$258K 0.09%
9,375
+114
117
$257K 0.09%
16,944
+1,866
118
$250K 0.09%
250,000
119
$232K 0.08%
995
-150
120
$230K 0.08%
10,603
+469
121
$207K 0.07%
+1,842
122
$203K 0.07%
+2,320
123
$200K 0.07%
+1,312
124
$108K 0.04%
16,182
125
$95K 0.03%
10,147
2 3 4
5
6